Anic Equity¶
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Total return since start: 0.556 %¶
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Equity now: -----------------------------> 47520.05 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46125.2 Kr¶
PnL: ---------------------------------------> -763.37 Kr¶
DD now: ---------------------------------> -2.282 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 16:31:39.803080'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -2.730000 | 3151.200000 | 180.200000 | 6.070000 | 2971.000006 |
| HEBA B | 70 | -1.500000 | 2754.500000 | 118.500000 | 4.500000 | 2636.000010 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.090000 | 425.000000 | 70.000000 | 19.720000 | 355.000000 |
| Corem Property Group B | 59 | -2.420000 | 641.920000 | 64.920000 | 11.250000 | 576.999999 |
| HMS Networks | 2 | -1.060000 | 708.000000 | 35.000000 | 5.200000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 1.720000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Coor Service Management Hold. | 8 | 0.810000 | 548.800000 | 16.800000 | 3.160000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.600000 | 259.680000 | 13.680000 | 5.560000 | 246.000000 |
| Resurs Holding | 22 | 0.570000 | 586.960000 | 12.960000 | 2.260000 | 573.999998 |
| Eastnine | 4 | -1.260000 | 503.200000 | 12.200000 | 2.480000 | 491.000000 |
| OEM International B | 7 | -1.790000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Midsona B | 63 | -1.980000 | 592.830000 | 9.830000 | 1.690000 | 582.999984 |
| Norva24 Group | 16 | -4.220000 | 551.680000 | 8.680000 | 1.600000 | 543.000000 |
| Karnov Group | 9 | 2.540000 | 544.500000 | 8.500000 | 1.590000 | 536.000004 |
| Intrum | 4 | -0.670000 | 532.400000 | 5.400000 | 1.020000 | 527.000000 |
| Essity A | 4 | 0.350000 | 1154.000000 | 5.000000 | 0.440000 | 1149.000000 |
| AcadeMedia | 12 | 0.990000 | 560.400000 | 3.400000 | 0.610000 | 557.000004 |
| Essity B | 2 | -0.450000 | 577.400000 | 3.400000 | 0.590000 | 574.000000 |
| MedCap | 2 | -1.400000 | 424.000000 | 3.000000 | 0.710000 | 421.000000 |
| Creaspac SPAC | 6 | 0.310000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | -1.800000 | 547.000000 | 1.000000 | 0.180000 | 546.000000 |
| Boozt | 12 | 1.470000 | 1654.800000 | 0.800000 | 0.050000 | 1653.999996 |
| Fastighetsbolag. Emilshus Pref | 21 | -3.610000 | 560.700000 | -1.300000 | -0.230000 | 562.000005 |
| Swedbank A | 3 | -1.600000 | 561.000000 | -3.000000 | -0.530000 | 564.000000 |
| Securitas B | 6 | -0.490000 | 564.240000 | -5.760000 | -1.010000 | 570.000000 |
| Nordea Bank Abp | 29 | -1.260000 | 3446.940000 | -7.060000 | -0.200000 | 3453.999992 |
| CTEK | 13 | 0.580000 | 516.100000 | -17.900000 | -3.350000 | 533.999999 |
| International Petroleum Corp. | 5 | 1.370000 | 519.500000 | -75.070000 | -12.630000 | 594.565215 |
| Vivesto | 1368 | -3.660000 | 533.250000 | -79.750000 | -13.010000 | 612.999432 |
| SAAB B | 8 | -0.730000 | 3276.000000 | -101.000000 | -2.990000 | 3377.000000 |
| Sampo Oyj SDB | 7 | -1.020000 | 3738.000000 | -112.000000 | -2.910000 | 3850.000000 |
| OX2 | 18 | 0.000000 | 1544.400000 | -119.600000 | -7.190000 | 1663.999992 |
| Axfood | 13 | -0.250000 | 3569.800000 | -186.200000 | -4.960000 | 3756.000001 |
| Fasadgruppen Group | 35 | -1.770000 | 3493.000000 | -318.000000 | -8.340000 | 3810.999990 |
| Ovzon | 52 | -0.340000 | 3016.000000 | -346.000000 | -10.290000 | 3361.999992 |
| TOTAL | 46125.200000 | -763.370000 | -2.28222% | 46888.564618 |
Updated:¶
'2023-01-13 16:31:52.221163'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
